Bookkeeper

Overview: Seeking a proactive and detail-oriented Bookkeeper to support a highly visual CEO and manage both business and select personal finances. This role requires strong communication skills, patience, and the ability to simplify financial information for a non-technical audience. Reporting to Lloyd, the candidate will bridge operations between Head of Accounting, the CEO, and the external CPA, contributing to day-to-day accounting

35 HOURS PER WEEK

Key Responsibilities:

Serve as the primary financial liaison between Head of Accounting, CEO and the CPA.

Simplify and present financial information using basic spreadsheets for visual review.

Check in with Richard at least once weekly to review financials and ensure understanding.

Manage bank and credit card reconciliations, prepare journal entries, oversee cash flow management.

Monitor and code purchases made by the design team; manage accounts payable and accounts receivable.

Perform job costing for projects, as required.

Execute month-end close processes and create recurring reports for leadership (none previously existed but are highly desired).

Assist with audit and tax preparation, pulling requested financials at the direction of the CPA.

Support business growth; adapt rapidly to new high-value clients and increased financial complexity.

Prepare overhead, client budget worksheets, and track remodel expenses as needed.

Eventually assume responsibility for managing CEO’s personal bills (3 homes, 3 cars, household staff), with an expected growth in volume due to pending remodels.

Maintain intermediate proficiency in Excel; utilize Great Plains (Microsoft Dynamics GP) for accounting entries.

Communicate effectively and patiently with business leaders; ensure an engaging, understandable financial review to prevent disengagement.

Offer flexible scheduling; previous bookkeepers have successfully worked varied hours (e.g., 7am–3pm or 10am start).

Qualifications:

Demonstrated patience and ability to explain financial concepts simply to non-financial stakeholders.

Experience in full-charge bookkeeping, including bank reconciliations, AP/AR, coding to GL, cash flow management, and audit/tax support.

Strong skills in month-end close and reporting; ability to develop processes where none currently exist.

Experience managing both business and high-net-worth personal finances is highly desirable.

Familiarity with job costing and budget preparation.

Intermediate Excel proficiency; experience with Great Plains a plus.

Proven ability to support dynamic business growth and respond to increasing financial complexity.

Ability to work independently but collaborate with the CPA and internal team.

Bookkeeping, QuickBooks, Accounts Payable (AP), Accounts Receivable (AR), Bank Reconciliations

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